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Brookwood Investment Group’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

Brookwood Investment Group’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
12,524
+432
+4% +$7.21K 0.02% 508
2026
Q1 		$196K Buy
+12,092
New +$200K 0.02% 491

Other funds holding UPAR

MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

Brookwood Investment Group's UPAR Position: Q2 2026 in Review

Brookwood Investment Group increased its UPAR Ultra Risk Parity ETF (UPAR) stake by 3.6% in Q2 2026, buying an estimated $7.21K and bringing the position to 12,524 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #508.

Brookwood Investment Group first reported a position in UPAR in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold UPAR as of Q2 2026.

  • Brookwood Investment Group held 12,524 shares of UPAR Ultra Risk Parity ETF worth $203K as of Q2 2026.
  • Brookwood Investment Group bought 432 UPAR Ultra Risk Parity ETF shares in Q2 2026, an estimated $7.21K.
  • UPAR Ultra Risk Parity ETF made up 0.02% of Brookwood Investment Group's portfolio in Q2 2026, its #508 holding.
  • Brookwood Investment Group first reported a position in UPAR Ultra Risk Parity ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.